OWA
Opal Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.4K | Sell |
242
-312
| -56% | -$97.2K | 0.02% | 306 |
|
|
2025
Q1 | $165K | Buy |
+554
| New | +$165K | 0.05% | 200 |
|
|
2024
Q4 | – | Sell |
-772
| Closed | -$207K | – | 207 |
|
|
2024
Q3 | $207K | Sell |
772
-5
| -0.6% | -$1.34K | 0.06% | 182 |
|
|
2024
Q2 | $209K | Sell |
777
-24
| -3% | -$6.47K | 0.07% | 172 |
|
|
2024
Q1 | $189K | Sell |
801
-72
| -8% | -$17K | 0.06% | 174 |
|
|
2023
Q4 | $209K | Sell |
873
-18
| -2% | -$4.3K | 0.08% | 166 |
|
|
2023
Q3 | $210K | Sell |
891
-49
| -5% | -$11.6K | 0.12% | 135 |
|
|
2023
Q2 | $212K | Buy |
+940
| New | +$212K | 0.11% | 132 |
|
|
2022
Q1 | – | Sell |
-888
| Closed | -$203K | – | 133 |
|
|
2021
Q4 | $203K | Buy |
+888
| New | +$203K | 0.13% | 121 |
|